Insights
The Charter Group Monthly Letter
What do interest rates, government borrowing and business investment mean for a portfolio?
In The Charter Group Monthly Letter, Mark Jasayko examines questions like these and explains their implications for investment decisions. Read his arguments, the risks he identifies and the portfolio updates reported in each issue.
Latest Monthly Investment Memo
September 2026
Tariff Tantrum 2.0
Mark Jasayko examines Canada’s tariff debate and argues that rising borrowing costs may have greater consequences for Canadian households, businesses and investment portfolios.
The Charter Group's Monthly Letters
Explore previous issues for our perspective on the investment questions being considered at the time.
August 2026
A closer look at the timeline for reaching Mars, and what it reveals about the gap between an exciting investment story and financial reality.
July 2026
What Britain’s changing prime ministers reveal about government debt, difficult economic choices and the limits imposed by bond investors.
June 2026
An examination of the SpaceX share offering, from investor enthusiasm and ambitious timelines to financing needs and investment risk.
May 2026
How conflict in the Persian Gulf could squeeze the supply of capital just as governments and artificial intelligence companies demand more of it.
April 2026
How the disruption at the Strait of Hormuz compares with the oil shocks of the 1970s, with inflation-adjusted prices putting the headlines in perspective.
March 2026
How disruption to oil shipments through the Strait of Hormuz could affect inflation, economic growth and markets, and why timing a response is difficult.
February 2026
An Antarctic voyage offers a firsthand look at baby boomers’ spending power and the demographic trends behind investments in healthcare and financial services.
January 2026
Could favourable financial conditions and enthusiasm for artificial intelligence keep markets rising in 2026, or might inflation interrupt the momentum?
December 2025
Observations from Turkey and Argentina on living with high inflation, and the lessons for government spending, currencies and purchasing power.
November 2025
Why government borrowing and the enormous cost of building artificial intelligence infrastructure could intensify competition for capital and push financing costs higher.
October 2025
A closer look at a possible bubble in artificial intelligence stocks, including the questions of profitability, valuation and the difficulty of timing a market turn.
September 2025
August 2025
May 2025
Mid-April 2025
April 2025
February 2025
January 2025
December 2024
November 2024
October 2024
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August 2024
July 2024
June 2024
May 2024
April 2024
March 2024
February 2024
January 2024
December 2023
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October 2023
September 2023
December 2022
November 2022
October 2022
September 2022
August 2022
July 2022
June 2022
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January 2022
December 2021
November 2021
October 2021
September 2021
August 2021
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